Invoice Escalation

This process is designed to prod Approvers to complete work routed to them on a timely basis to assure prompt vouching and payment of invoices. If items are not handled, they will automatically be escalated to the next approver for approval.

Five days(5) after an invoice has been routed to an approver or exception handler and no action has been taken, a reminder email will be sent to the Approver.

Eight days(8) after the invoice has been routed to an approver or exception handler and no action has been taken, the invoice is automatically routed to the next approver for approval. An email is also sent to the approver and the next approver notifying them that the invoice has been escalated. The invoice will no longer show in the original approver’s ‘My Documents Pending Approval’ queue and will now be listed in the next approver’s queue to be worked.

The escalation process follows the approval matrix and will continue to escalate up the hierarchy every 8 days until the invoice is approved. If an invoice is routed to a user that is not in the approval matrix, escalation will not occur.

An approver can avoid the escalation process by placing a document on ‘Hold’. This will prevent the invoice from being escalated and will allow it to remain in the original approver’s que. For more information placing a document on Hold Workflow Button

The Escalation process is an option available to those clients on Advanced and Enterprise DataServ products. It is not available for Quick Start and Standard.